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Lambert, J Jeffrey

Headquartered in FOLSOM, CA

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Firm Information

Lambert, J Jeffrey is a registered investment advisor with 1 investment advisor representative. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $24.30 million in assets for 109 clients.

Lambert, J Jeffrey

$24.30M

Assets Under Management

3

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

LAMBERT, J JEFFREY has a total of 1 branch locations across the country.
location

FOLSOM, CA

Advisors at Lambert, J Jeffrey

View All 1 Advisors
Unclaimed
James Jeffrey Lambert

CFP®, RA

FOLSOM, CA

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Disclosures

There are no public disclosures for Lambert, J Jeffrey.

Frequently Asked Questions (8)

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